Private Banking Services
Always on hand
A relationship you can bank on.
At the heart of our offer is our Private Banking service.
This provides you with a dedicated relationship manager who proactively manages your day to day needs, ensures you benefit from exclusive products and introduces you to specialist partners when required.
Everyone with money needs a bank, but those with wealth need so much more.
How will the change to the Base Rate affect my savings and/or current account?
On 6 February 2025 the Bank of England announced a decrease in the Bank of England Base Rate from 4.75% to 4.50%. Find out how this may affect you.
Private Banking
Everyday banking services
The greater your wealth, the greater the complexities that can surround it. That is why we offer two levels of service.
Private Banking service
Our Private Banking service is designed for customers with £250,000 or more in savings and/or investments or a mortgage of £750,000 or more with Lloyds, excluding personal pensions or property.
You'll benefit from a personal telephone relationship with a dedicated relationship manager, who understands your needs and expectations.
Mayfair Banking
Our Mayfair service is for clients with £2 million or more in assets or an annual income of £500,000 or more.
Wealth of this nature is inherently more complex. Our Mayfair Banking service provides you with a face-to-face and telephone relationship with a Private Banking Manager, who is well versed in dealing with your unique circumstances.
Private Banking
Wealth Services
In addition to our personal banking experience, as a customer you will also benefit from personal introductions to our specialist partners who can help you in the following ways:
Specialist Lending
Financing to realise your ambitions.
Trust Management
Appoint a professional Trustee.
Estate Administration
Administer an Estate when someone has died.
Invest
Invest in gilts, funds, shares and more.
Financial Advice
Create a wealth strategy for life..
Personally arranged overdraft
Our arranged overdrafts give you all the flexibility you need to help meet your day to day spending requirements.
You can use it to borrow money up to an agreed limit through your bank account.
“I think you can sum up why customers work with us in one word – Trusted. Often, we’re the first people they turn to when they have a financial need or dilemma.”
Jeremy Williams
Relationship Associate
Contact us
Request a callback
Request a call back at a time convenient for you.
Call us
To find out more about our Private Banking service call us on:
Calls may be monitored and recorded. Calls cost may vary depending on your service provider.